09/12/2019
When asked about the greatest obstacles they have faced in reaching their financial goals, the rising cost of living, not being born into wealth and poor investment performance were the three biggest challenges.
09/12/2019
In respect of Personal Investment Firms, of which most would be advisers, the consultation paper identifies practices firms should adopt but confusingly states that it does not impose specific obligations on firms.
09/12/2019
Investing through the UK/EU split
09/11/2019
These initial and information-intensive interactions are vital early experiences that set the tone for what should be a long-lasting and mutually beneficial relationship between the customer and the financial institution.
09/11/2019
Last week, marking another major milestone since the end of the debt crisis, the Greek government succeeded in eliminating capital controls.
09/11/2019
Sesame stopped offering pensions and investment advice in 2015, following an internal review into pensions advice given by its appointed representatives.
09/11/2019
Hampleton’s report found interest from investors and buyers in a raft of emerging technologies
09/11/2019
Litigation funding firm Liti-Link is now offering to buy claims from UK savers and pay for lawyers to pursue the case, for a 40 per cent cut of any winnings.
09/11/2019
Compeer’s 2019 UK Wealth Management Industry Report suggests there is a weak correlation between front office staff costs and performance
09/11/2019
In 2017, the simultaneous decreases in this proportion and the net income from international activities are, amongst other things, due to a valuation effect of assets accounted at their fair value.
09/10/2019
Swathes of EU capital markets activity will effectively be based offshore in the UK, particularly in sectors such as trading and asset management.
09/10/2019
Venezuelan central bank officials are telling contractors that going through the Bank of Spain is an option to make and receive payments outside of the country, while warning that it may still take at least a month to clear transactions due to increased s
09/10/2019
The strategy usually performs best when volatility is high, aiding portfolio diversification as risk assets underperform.
09/10/2019
The deal has increased the group's customer base to almost 6,000 intermediary firms and more than 350 financial institutions.
09/10/2019
As DB pension schemes have matured, their asset allocation has de-risked.
09/10/2019
The report finds that this is being driven by the rise of automation facilitating scalable growth, and the transformation of customers where their expectations, needs, behaviours and demographics are changing.
09/10/2019
Changing Roles, Skills, and Organizational Cultures
09/09/2019
Willis Towers Watson believes that, in this environment there is no ‘single answer’ for portfolio construction.
09/09/2019
In some places in particular, it is easy to hide the real owner of a property: anonymous companies can be used to purchase property, meaning even law enforcement don’t know who owns the house next door.
09/09/2019
‘Onerous work’: John Caudwell’s finest yr was when he offered Phones4U for £1.5billion in 2006